RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cedar Ridge Investment Management LLC
RIAAUM $54MTEAM 1REPS 3
Presidio Financial, LLC
RIAHouston, TX
AUM $54MTEAM 2REPS 2
Ascent Wealth Management
RIAKalispell, MT
AUM $54MTEAM 1REPS 1
Bahr Financial Planning Network, Inc.
RIAEagle, ID
AUM $54MTEAM 1REPS 1
Fogel Investment Advisory Group, Inc.
RIAAUM $53.9MTEAM 2REPS 2
B.E.S.T. Wealth Management LLC
RIASaint Louis, MO
AUM $53.9MTEAM 2REPS 2
Wealthbuilders, LLC
RIACarlsbad, CA
AUM $53.9MTEAM 2REPS 1
Magnifina, LLC
RIABedford Hills, NY
AUM $53.9MTEAM 3REPS 1
Amida Wealth Advisors, LLC
RIAMiami, FL
AUM $53.9MTEAM 3REPS 1
International Discount Investors
RIAAUM $53.9MTEAM 1REPS 1
Provident Wealth Management
RIABurlington, NC
AUM $53.8MTEAM 3REPS 4
Southshore Financial Planning
RIAAUM $53.8MTEAM 1REPS 1
Long Bridge Capital Management
RIAAUM $53.8MTEAM 4REPS 4
Thetford Investment Management, Inc.
RIAAUM $53.8MTEAM 2REPS 2
Intrepid Wealth Partners, LLC
RIAAUM $53.8MTEAM 1REPS 1
CF Financial
RIAFort Worth, TX
AUM $53.8MTEAM 1REPS 1
A & L Financial Services, LLC
RIAAUM $53.7MTEAM 3REPS 3
Amherst Financial Group, LLC
RIAAmherst, NH
AUM $53.7MTEAM 3REPS 3
Intellivest Wealth Management
RIABoiling Springs, SC
AUM $53.7MTEAM 2REPS 3
GEN Y Planning
RIAAUM $53.7MTEAM 2REPS 2
Wealth Solutions, Inc.
RIAThe Woodlands, TX
AUM $53.7MTEAM 3REPS 1
Thome Financial
RIABellevue, WA
AUM $53.7MTEAM 1REPS 1
Planful Finance LLC
RIALake Oswego, OR
AUM $53.7MTEAM 2REPS 2
3 Peaks Financial
RIAAmmon, ID
AUM $53.6MTEAM 3REPS 2
Other AUM ranges
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